Industry

FPA announces new president; changes membership structure

(November 13, 2002) The Financial Planning Association has named Elizabeth Jetton of Financial Vision Advisors of Atlanta as its president-elect for 2003. Jetton, a Certified Financial Planner who has been on the FPA’s board since 2000, will serve as president of the planning organization in 2004. “I’m extremely honoured to have been elected to this […]

By Doug Watt |November 18, 2002

2 min read

FPA announces new president; changes membership structure

(November 13, 2002) The Financial Planning Association has named Elizabeth Jetton of Financial Vision Advisors of Atlanta as its president-elect for 2003. Jetton, a Certified Financial Planner who has been on the FPA’s board since 2000, will serve as president of the planning organization in 2004. “I’m extremely honoured to have been elected to this […]

By Doug Watt |November 18, 2002

2 min read

Find the road to

(November 14, 2002) Financial advisors will get directions from tax expert Tim Cestnick on how to guide their clients to “tax freedom” at the Advisor Forum in Calgary from November 22-23. Cestnick, managing director, Tax Smart Services with AIC Group of Funds, will offer what he calls an intellectual framework for paying less tax than […]

By Jim MacDonald |November 18, 2002

2 min read

Ontario government under fire over proposed pension surplus changes

(November 14, 2002) The Ontario government is on the defensive over the issue of surplus pension funds after quietly introducing legislation to amend the province’s Pension Benefits Act. The proposed legislation, introduced two weeks ago as part of a larger budget bill, provides for negotiated surplus sharing agreements between employers and pension plan members. However, […]

By Doug Watt |November 18, 2002

3 min read